displayName
ERP System Configuration
workflowKind
setup
triggerType
event-driven
typicalCadence
per-initiative
complexity
cross-team
description
Configures the enterprise resource planning system for financial
operations -- designing the chart of accounts structure with account
hierarchies aligned to management and statutory reporting requirements,
creating cost center and profit center hierarchies that map to
organizational and project structures, configuring multi-currency handling
with exchange rate sources and revaluation schedules, building approval
workflows for purchase orders, journal entries, and budget transfers with
threshold-based routing, setting up automated recurring journal entries for
standard accruals and allocations, configuring integration interfaces with
banking, payroll, and procurement platforms, and establishing user roles
and access controls aligned to segregation-of-duties requirements. Produces
ERP configuration guide and chart-of-accounts documentation. Excludes
ongoing transaction processing.